LeanData Reviews in May 2025: User Ratings, Pros & Cons

"Dream Partner for Account Based Model"

What do you like best about LeanData? The implementation has gone really smoothly and all members of the LeanData implementation team work really well together. You can also tell that they have been doing this for a while now and they know the right questions to ask surrounding Lead routing and converting. All this goes without saying that I love the product itself, as it takes so much of the guesswork out of the equation and the product works in a very transparent way. Auto-conversion of ...

"Leandata has been my favorite vendor of 2016!"

What do you like best about LeanData? My favorite part about LeanData is their eagerness to truly help their customers. There is zero hesitation to jump on a call with little notice in order to help solve a complicated problem. This includes their CEO and other executives who have happily met with customers in order to learn their needs and how customers are interacting with the product.

"Great software, great experience, great people"

What do you like best about LeanData? LeanData accomplishes everything they promise to do in an effective way. Their software runs seamlessly in Salesforce and keeps our database clean. The lead routing functionality is critical for keeping our sales development team running.

"Lean In on the LeanData - Awesome app"

What do you like best about LeanData? It simplified our lead assignments...a huge time saver. What do you dislike about LeanData?

"Makes Leads Usable!"

What do you like best about LeanData? Allows SFDC admins to create the structure that they choose. Standard functionality between the leads and other entity objects in SFDC leaves much to be desired... LeanData fixed that! Being able to view associated lead information on the Account object is hugely helpful to our sales teams.

"This product is a game changer for us!"

What do you like best about LeanData? LeanData figured out an algorithm that literally saves us hundreds of man-hours. We now have a way to identify if our inbound leads already have relevant accounts in our system. LeadData helps us convert our leads into contacts and routes them to the appropriate sales rep. I also like that LeanData has a built-in opportunity attribution tool that works seamlessly with our existing Salesforce campaign data and our sales reps activity data. Like I said, ...

"Must have addition to any org routing leads"

What do you like best about LeanData? LeanData has become an essential tool for our ops team to deliver the right lead to the right rep. The tool enables our Account Based Marketing/Sales approach, assigning newly matched leads to the appropriate account owners, and then assigning other leads on a round robin basis. We use a segmented approach (by company size), and LeanData handles all of the various permutations for round robin assignment based on employee count. We have even been able to ...

"Necessary Tool"

What do you like best about LeanData? LeanData solves a huge problem with managing Salesforce records by linking Leads to Accounts, exposing a ton of data at the lead level that was previously inaccessible.

"Our chosen ABM tool"

What do you like best about LeanData? So far the integration between LeanData and Salesforce has been seamless. Set up was a breeze with our awesome account manager. Our marketing, sales and exec teams have never been more aligned with which target accounts are a priority. We love that LeanData helps us keep our data clean (relatively speaking) and the auto conversion of leads to contacts helps our sales teams to be more efficient.

"LeanData is a solid solution to associate leads to accounts"

What do you like best about LeanData? We use the LeanData matching function. LeanData uses a fuzzy match algorithm that matches SFDC leads to SFDC accounts. It works very well for our north america data. 85%+ of the north america leads from big accounts can be matched accurately. This really improved our lead routing accuracy under our named account territory set up.